Vendors

This guide explains how Vendors from Spectrum sync seamlessly into ServiceTitan.

✅ Prerequisites & Requirements

Ensure you've completed the following before syncing Vendors:

Prerequisite	Notes
Spectrum Info-Link Tables added	See: What Info Link Tables do I need?

🔄 Quickstart Workflow

Step 1: Review the Data Map

The following data map details the fields we support in our sync.

Spectrum	ServiceTitan	Notes & Additional Information
Name*	Name
Address*	Address
Telephone	Phone
Vendor e-mail	Email
Fax	Fax
Status*	Status	By default, we filter out inactive Vendors
Sales/use tax code	Default Tax Rate

*Fields with asterisks must be filled in Spectrum

Step 2: Perform a Test Sync

Watch this short video to learn how to sync a Vendor from Spectrum to ServiceTitan, and where to find the records in each system.

 

⚙️ Default Configurations

Sync Trigger

By default, Agave will sync any “Active” Vendor in Spectrum.

Sync Filters

Typically, there are many Vendors in Spectrum you may not need in ServiceTitan. You can ignore the Vendors that you never want to sync (see guide) or your Agave Implementation Manager can set filters. For example:

• Spectrum: Filter out any vendors with a certain Type
  • source_data.Type != "Internal"

🔎 Common Errors and FAQs

What Info-Link Tables do I need?

The following Info-Link tables are required when syncing Vendors from or to Spectrum:

1. VN_VENDOR_MASTER_MC
2. VN_VENDOR_CONTACT_DETAIL

For details on enabling Info-Link tables for your user, see Steps 2.7 in our Spectrum authentication guide.